SFP
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Sterling Financial Planning’s Labcorp LH Stock Holding History

Sterling Financial Planning’s Portfolio LH Stock Details LH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-34
Closed -$7K – 410
2021
Q1 		$7K Hold
34
– – 0.01% 295
2020
Q4 		$6K Buy
+34
New +$5.87K ﹤0.01% 287

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sterling Financial Planning's LH Position: Q2 2021 in Review

Sterling Financial Planning sold out of Labcorp (LH) in Q2 2021, closing a stake of 34 shares — an estimated $7K sold.

Sterling Financial Planning first reported a position in LH in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 948 funds tracked by Wall St. Rank hold LH as of Q2 2021.

  • Sterling Financial Planning reported no remaining Labcorp position as of Q2 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 34 Labcorp shares in Q2 2021, an estimated $7K.
  • Sterling Financial Planning first reported a position in Labcorp in Q4 2020 and held it in 2 quarters.
  • Sterling Financial Planning's Labcorp position peaked at $7K in Q1 2021.
  • 948 funds tracked by Wall St. Rank held Labcorp as of Q2 2021.

Based on Sterling Financial Planning's 13F filing for Q2 2021, filed 2 Aug 2021.